AUMdb

Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United

Sponsored by Trustees Of The Laundry,Dry Cleaning Wo Rkers And Allied Industries Re · EIN 135521921 · Plan #001

Total assets
$193M
Net assets
$193M
Active participants
1,995
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Lazard Asset Management Llc CRD 122836 deterministic · 100% 2024
Lsv Asset Management CRD 109918 deterministic · 100% 2024
Mariner Institutional, Llc CRD 111964 deterministic · 100% 2024
Hardman Johnston Global Advisors Llc CRD 112500 fuzzy_auto · 99% 2024
Hamilton Lane Advisors, L.L.C. CRD 107876 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Schulte Roth & Zabel Llp Legal, Direct payment from the plan $606,652
Amalgamated Empoyee Benefits Admini Contract administrator, Direct payment from the plan $463,466
Horizon Actuarial Services, Llc Actuarial, Direct payment from the plan $120,964
Lazard Asset Management Llc Investment management, Soft dollars commissions, Investment management fees (direct) $111,512
Lsv Asset Management Investment management, Investment management fees (direct) $104,294
Mariner Institutional, Llc Investment management, Investment management fees (direct) $63,750
Novak Francella Llc Accounting, Direct payment from the plan $47,000
Hardman Johnston Global Advisor Investment management, Direct payment from the plan $42,215
Aligraphics, A Division Of Aeba Copying and duplicating, Participant communication, Direct payment from the plan $22,812
Amalgamated Bank Investment management, Custodial (securities), Investment management fees (direct) $17,639
Laundry Dry Cleaning Health Fund Recordkeeping, Direct payment from the plan $6,900
Newtower Trust Company Trustee (institutional), Investment management, Investment management fees (indirect) $0
Hamilton Lane Advisors Llc Investment management, Investment management fees (indirect) $0
Ss&C Technologies Recordkeeping, Other investment fees and expenses $0
Landmark Equity Advisers Llc Investment management, Investment management fees (indirect) $0
Crystal Ibc Llc Insurance agents and brokers, Insurance brokerage commissions $0